Lion Street 2017 Annual Report - Page 2



3
CONTENTS
Contents
Letter to Owners
04
Board of Directors
05
Financial Results
06
Growth: Lion Street Footprint
07
Leading Firms: Top Ten Lion Street Firms
08
Key Performance Indicators: Life Insurance
09
Key Performance Indicators: Wealth Management
10
Key Performance Indicators: Corporate & Business Solutions
12
Firm Building: Growing Existing Firms
13
Philanthropy
14
In the News
15
2018 Calendar
16
2017 ANNUAL REPORT

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